Course info
Feb 28, 2018
1h 52m

Do you need to learn how to build an application in Salesforce? In this course, Building Your First Salesforce Application, you will start at the beginning with and learn how to customize Salesforce for your own business. First, you will create a custom object to store information. Then, you will learn how to use the Salesforce Object Manager to define fields and layouts for the data. Finally, you will explore how to create a custom Salesforce Lightning application with charts, reports, and dashboards, and see how to put the important information in front of our users and customers. By the end of the course, you'll know how to build your own Salesforce applications using the Salesforce Lightning experience.

About the author
About the author

Scott has over 15 years of experience in commercial software development and is a frequent speaker at national conferences, and local user groups. Scott is a Microsoft MVP and has authored books on several Microsoft technologies, including ASP.NET, C#, and Windows Workflow.

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Section Introduction Transcripts
Section Introduction Transcripts

Course Overview
Hi. This is Scott, and welcome to my course on Building Your First Salesforce Application. In the course, I want to show you how to customize Salesforce for your business needs. We'll start by defining what custom data we want to store in Salesforce and then go on to build an application for managing the data. The application we build will not only allow your users to create and edit data, but also include customer ports, dashboards, and charts, and the application is going to work on a mobile device or tablet just as well as it works on a desktop computer. By the end of the course, you should have an idea of how to work with Salesforce to build your own custom data sources and applications and know how to work with Salesforce developer features like the Salesforce Object Manager and Lightning Application Builder. No previous Salesforce experience or account is necessary. We're going to start from the very beginning, and afterwards, you'll be able to enjoy other courses about Salesforce here on Pluralsight. com. So let's get started and build this application together.

The Salesforce Platform
Hi. This is Scott, and welcome to my course showing you how to build your first application on salesforce. com. This beginner course will take you all the way from signing up for an account on Salesforce to creating an application with reports and dashboards. In this first module of the course, I want to talk about how you should think about Salesforce as a programming platform and we'll discuss some of the features and capabilities of the platform. We will also get signed up with a free developer account that we can use to create applications and we'll even create the simplest of applications here in the first module. Let's get started by getting a perspective of the Salesforce platform.

Creating the Salesforce Application
Hi. This is Scott, and in this section of the course, we're going to get into the details of building an application. We're going to build a to-do list, this will help our colleagues keep track of what we need to do at work next. We're going to start the application by first describing the structure of a ToDo list entry, what data do we want to store about a ToDo item. A significant part of customizing Salesforce for a specific business is creating custom objects for the data that the business cares about. So we're going to create a custom object and allow users to enter, detail, and list data that's in that object. We'll also create and start to customize a ToDo list application with custom layouts for the data. All this work starts with the Object Manager tool that I introduced you to in the previous module, so let's return to the Object Manager and start our application.

Expanding Your Salesforce Application
Hi. This is Scott, and in this module, we will continue to add features to our Salesforce application. I want to show you how easy it is to add reports and dashboards to the application, as well as add some more depth and detail to the user interface. Once again, we'll be using point and click tools provided by Salesforce so let me give you an introduction to the terms and explain the goals for this module.